Bip Wealth, LLC Purchases in Q4 2024

Bip Wealth, LLC

  • $1.49 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
3.54K
+ 18.76%
$39.22 - $47.77 $139K - $169K
22.4K $984M
LHX
L3 Harris Technologies, Inc.

Industrials
1.12K
New
$208.94 - $264.22 $233K - $295K
1.12K $235M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.36K
+ 90.45%
$174.22 - $187.62 $236K - $254K
2.85K $500M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.15K
New
$172.07 - $207.36 $198K - $238K
1.15K $227M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.01K
+ 53.85%
$94.43 - $105.47 $189K - $212K
5.73K $582M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3.27K
New
$63.19 - $73.31 $207K - $240K
3.27K $225M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.8K
New
$78.43 - $87.17 $220K - $244K
2.8K $225M
FISV
Fiserv Inc

Technology
1.08K
New
N/A
1.08K $222M
AVGE
American Centy ETF Tr Avantis
3.52K
+ 14.25%
N/A
28.2K $2.04B
EMR
Emerson Electric CO

Industrials
1.75K
New
$108.13 - $134.33 $189K - $234K
1.75K $216M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.42K
New
$148.29 - $166.93 $210K - $237K
1.42K $211M
MO
Altria Group, Inc.

Consumer Defensive
4.03K
New
$49.06 - $57.74 $198K - $233K
4.03K $211M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
10.5K
+ 15.07%
$22.39 - $23.45 $235K - $246K
80.2K $1.84B
AMAT
Applied Materials Inc

Technology
1.28K
New
$161.44 - $213.89 $207K - $274K
1.28K $209M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
4.97K
New
$40.82 - $45.39 $203K - $226K
4.97K $207M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.51K
New
$81.68 - $82.93 $205K - $208K
2.51K $206M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.69K
New
$54.54 - $61.04 $201K - $225K
3.69K $205M
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.96K
+ 28.73%
$32.65 - $33.68 $227K - $235K
31.2K $1.02B
MAIN
Main Street Capital Corp

Financial Services
3.5K
New
$49.95 - $58.58 $175K - $205K
3.5K $205M
Avantis All Intrnl Mkt
3.74K
New
N/A
3.74K $205M
OXY
Occidental Petroleum Corp

Energy
4.14K
New
$45.36 - $55.91 $188K - $231K
4.14K $205M
VBR
Vanguard Small Cap Value ETF

ETFs
1.26K
+ 7.21%
$197.36 - $217.3 $248K - $274K
18.7K $3.71B
XLP
Consumer Staples Sector Spdr

ETFs
2.58K
New
N/A
2.58K $203M
REET
Ishares Global Reit ETF

ETFs
50.4K
+ 13.55%
$23.43 - $26.54 $1.18M - $1.34M
423K $10.1B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.7K
+ 29.33%
$113.92 - $127.38 $193K - $216K
7.49K $863M
SCHW
Schwab Charles Corp

Financial Services
197
+ 1.09%
$63.31 - $82.85 $12.5K - $16.3K
18.3K $1.35B
AVLV
American Centy ETF Tr Avantis
2.59K
+ 52.82%
$65.51 - $71.22 $170K - $185K
7.5K $501M
GOOG
Alphabet Inc.

Communication Services
40
+ 0.55%
$163.08 - $198.16 $6.52K - $7.93K
7.35K $1.4B
MCD
Mcdonalds Corp

Consumer Cyclical
652
+ 55.92%
$288.47 - $316.54 $188K - $206K
1.82K $527M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.19K
+ 8.87%
$80.13 - $83.77 $336K - $351K
51.5K $4.13B
VEA
Vanguard Ftse Developed Market

ETFs
4.84K
+ 38.6%
$47.57 - $52.44 $230K - $254K
17.4K $831M
Kayne Anderson Bdc Inc
10.1K
New
N/A
10.1K $168M
VGT
Vanguard Information Technolog

ETFs
158
+ 11.38%
$571.78 - $647.97 $90.3K - $102K
1.55K $962M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
5.17K
+ 2.36%
$33.7 - $37.69 $174K - $195K
224K $7.7B
VGIT
Vanguard Intermediate Term Tre

ETFs
2.68K
+ 65.13%
$57.78 - $60.4 $155K - $162K
6.8K $394M
IWN
Ishares Russell2000 Val ETF

ETFs
938
+ 25.88%
$162.69 - $181.35 $153K - $170K
4.56K $749M
NFLX
Netflix Inc

Communication Services
87
+ 23.77%
$687.65 - $936.56 $59.8K - $81.5K
453 $403M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.13K
+ 50.2%
$61.52 - $66.5 $131K - $142K
6.38K $407M
CRF
Cornerstone Total Return Fund Inc

Financial Services
16K
New
$8.02 - $9.66 $128K - $155K
16K $139M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
16K
New
$7.67 - $9.21 $123K - $147K
16K $137M
LNG
Cheniere Energy, Inc.

Energy
50
+ 1.43%
$181.07 - $225.92 $9.05K - $11.3K
3.55K $762M
DVY
Ishares Tr

ETFs
1.15K
+ 23.61%
$129.55 - $143.41 $149K - $165K
6.03K $791M
EPD
Enterprise Products Partners L.P.

Energy
2.6K
+ 12.34%
$28.66 - $34.43 $74.6K - $89.6K
23.7K $743M
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.3K
+ 377.61%
$25.93 - $105.3 $422K - $1.71M
20.6K $573M
CSCO
Cisco Systems, Inc.

Technology
1.29K
+ 16.21%
$52.45 - $60.02 $67.8K - $77.5K
9.26K $548M
IWM
Ishares Russell 2000 ETF

ETFs
480
+ 0.5%
$216.13 - $242.4 $104K - $116K
96.7K $21.4B
IYW
Ishares Dj Us Tech ETF

ETFs
623
+ 38.94%
$148.14 - $166.23 $92.3K - $104K
2.22K $355M
MAR
Marriott International Inc

Consumer Cyclical
104
+ 3.81%
$246.06 - $292.59 $25.6K - $30.4K
2.83K $790M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.32K
+ 52.9%
$47.58 - $48.56 $110K - $112K
6.69K $320M
Activity Summary
Buys All Purchases 193 New Holdings 40 Increased Positions 153 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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